Hi,
Just wondering why you cannot select a project ID until after you have selected an expense category.
My company uses specific categories for different projects so it would be logical to select the project first.
Cheers,
Sam
Unfortunately we have personalised the initial page that pops up when you create an expense report, so users cannot fill in a project ID or a purpose here.
This is because we have no use for the purpose field and 1 expense report could be for several different project IDs,
Cheers,
Sam
Users are able to submit expense reports fine. The process of which field you fill in first just didn't seem to flow that well to us. Haven't been able to improve it, unfortunately.
Thanks for all the responses.
This does make sense as to why project ID wouldn't show from the start, although it's still frustrating that you don't seem to be able to change it.
Cheers,
Sam
We do use validation but I have tried turning all forms of it off in our test environment and it doesn't help.
Cheers,
Sam
let us know if our suggestions helped and if the expense report got submitted with/without project
Hi Sam,
When employees create an expense report, each expense entered must be associated with an expense category. So the field 'Expense Category' is required, but the field of project ID is not.
Regards,
QianQW
also check the setup for category validation at project level
Please have a look here community.dynamics.com/.../expense-reports-reimagined
at the Expense Fields Visibility topic
The 3 options are display, do not display & read only... Project ID is already set to display.
There is a standard partly setup (& partly programmed) configuration for handling visibility for different field groups.
Look at Expense Management>>Setup>>General>>Expense Report Fields
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